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iShares S&P Natl AMTFr Mncpl Bd shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of iShares S&P Natl AMTFr Mncpl Bd (MUB) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in iShares S&P Natl AMTFr Mncpl Bd

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Natl AMTFr Mncpl Bd held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Natl AMTFr Mncpl Bd by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.6M 72k 106.49
2025-06-30 $8.0M 77k 104.48
2025-03-31 $9.5M 91k 105.44
2024-12-31 $10M 97k 106.55
2024-09-30 $12M 111k 108.63
2024-03-31 $9.5M 88k 107.60
2023-12-31 $9.2M 85k 108.41

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
Palantir Technologies Cl A (PLTR)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Private Wealth Management Group

Top funds holding iShares S&P Natl AMTFr Mncpl Bd

FMR
Betterment
Envestnet Asset Management
Creative Planning
LPL Financial
Wells Fargo & Company
Fisher Investments
Morgan Stanley
Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Pnc Financial Services
Bank of New York Mellon
Tiaa Trust, National Association
Us Bancorp
Wealthfront Advisers

View all funds holding iShares S&P Natl AMTFr Mncpl Bd